+13,114.2%
UPRO vs MKC
+363.5%
+12,750.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.3% |
| 7D | +1.5% | -4.3% | +5.8% | +6.1% |
| 30D | -3.7% | -2.0% | -1.7% | -2.3% |
| 3M | +8.0% | +10.0% | -2.0% | -5.4% |
| 6M | +38.7% | -18.5% | +57.2% | +63.4% |
| YTD | +29.5% | -22.4% | +52.0% | +56.1% |
| 1Y | +46.1% | -23.6% | +69.7% | +75.2% |
| 3Y | +229.1% | -30.4% | +259.5% | +306.9% |
| 5Y | +136.0% | -34.2% | +170.2% | +198.6% |
| 10Y | +1,155.3% | +26.8% | +1,128.4% | +491.4% |
| All | +13,114.2% | +363.5% | +12,750.6% | +418.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MKC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling